BRM

Boston Research & Management Portfolio holdings

AUM $418M
1-Year Est. Return 11.52%
This Quarter Est. Return
1 Year Est. Return
+11.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$106K
3
+$88.9K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$84.4K
5
VZ icon
Verizon
VZ
+$75.9K

Top Sells

1
+$1.88M
2
+$210K
3
+$184K
4
AAPL icon
Apple
AAPL
+$143K
5
CMCSA icon
Comcast
CMCSA
+$114K

Sector Composition

1 Industrials 16.29%
2 Technology 12.65%
3 Financials 12.53%
4 Healthcare 11.35%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.77%
2,868
+136
52
$1.39M 0.75%
10,505
53
$1.37M 0.74%
59,950
+4,650
54
$1.13M 0.61%
24,940
-500
55
$1.12M 0.6%
10,702
56
$1.08M 0.58%
36,290
+1,420
57
$910K 0.49%
38,115
58
$797K 0.43%
25,316
59
$795K 0.43%
8,701
60
$778K 0.42%
17,852
-790
61
$771K 0.42%
7,260
62
$704K 0.38%
22,104
63
$702K 0.38%
8,407
64
$664K 0.36%
4,517
65
$648K 0.35%
12,969
-250
66
$643K 0.35%
4,634
67
$596K 0.32%
4,850
68
$532K 0.29%
8,903
69
$510K 0.28%
14,560
70
$487K 0.26%
3,775
71
$476K 0.26%
9,510
72
$464K 0.25%
7,591
73
$453K 0.25%
8,130
74
$448K 0.24%
8,920
75
$441K 0.24%
7,755
1 2
3
4